Connect WhatsApp Business

Prerequisites

Use a business account with WhatsApp configuration access and a plan that enables WhatsApp. Have the Meta account authorized to manage the business portfolio, WhatsApp Business Account, and intended phone number. Follow the prerequisites shown in the embedded signup flow; do not disconnect an existing production number just to experiment.

Connect

1. Open Config → WhatsApp Configuration at WhatsApp settings.
2. Start the Meta connection. Allow the popup, sign in to the correct Meta account, and complete the requested authorization.
3. Select the business portfolio, WhatsApp account, and phone number offered by the flow.
4. On return, complete any pending phone selection or registration step shown by AI Node. If registration asks for a PIN, follow that form's instructions.
5. Refresh the configuration. Check the selected number, connection state, token validity, registration state, and any last error.
6. Send a message from another WhatsApp account to the connected number. Open WhatsApp inbox, take over if AI is handling the conversation, and send a short reply.

Expected result

The incoming message and outgoing status appear in the thread, and the reply reaches the customer. A provider login without a configured/registered number is not a completed connection.

Connection health and recovery

Review quality and phone status in configuration. If authorization expires, use the offered connection flow and authorize the same intended assets again. If multiple numbers are offered, confirm the selected number before testing. Read the confirmation before disconnecting; it stops this connection's operation.

Next steps

Read rich messaging, templates, and the 24-hour window. See Meta's messaging documentation for provider requirements.